Position in WM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$841,149
+$360,888 QoQ
Shares Held
3,774
+80.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,246
of 2,337 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,755,789 across 4 Waste Management names. WM ranks #1 (47.9% of the industry book) .
All Filings in WM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,149 | 3,774 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $480,261 | 2,090 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $347,581 | 1,582 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $272,945 | 1,236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $273,897 | 1,197 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $98,146 | 548 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||